Tracey Alloway

The headline is Taiwan's president canceled his visit to Eswatini.

Do you know where that is?

It's a tiny, tiny place in Africa.

So Taiwan's presidential office is citing Taiwan.

air route issues, I'm doing air quotes for those who can't see this video, and China pressure.

So you do get those kind of headlines every once in a while.

And then the one other thing I would say is like, okay, the Strait of Hormuz, the blockade there, clearly an oil story and oil is something that powers the entire global economy.

But as we've kind of learned over the past six or seven weeks, oil might not actually be the thing that like

Right.

So apparently we can kind of survive a few weeks without oil.

Can we survive a few weeks without advanced compute or months?

All right.

Well, we do, in fact, have the perfect guest to talk about all of this.

Someone who has just written a book on exactly this topic called Defending Taiwan, a Strategy to Prevent War with China.

We're going to be speaking with Ike Freiman.

He is also a Hoover Fellow at Stanford.

So, Ike, thank you so much for coming on All Thoughts.

Here's my first question.

You've spent a lot of time in China, including researching this book.

Are you going to be able to go back?